PETERS, SCHÖNBERGER & PARTNER PORTRAIT OF A FIRM. Legal Advice Audit Tax Advice Family Office

Transcription

1 PETERS, SCHÖNBERGER & PARTNER PORTRAIT OF A FIRM Legal Advice Audit Tax Advice Family Office

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3 M B B MUNICH ZURICH SHANGHAI SCHACKSTRASSE MUNICH PHONE: FAX: psp@psp.eu

4 THE FIRM BETWEEN SIEGESTOR AND UNIVERSITY On the basis of its successful history spanning more than 30 years, Peters, Schönberger & Partner is one of the most highly regarded mid-sized firms in Germany. As tax consultants, auditors and lawyers, we assist you when you make important decisions and help you put them into effect. Our clients include small and medium-sized firms, family enterprises, wealthy private persons and private equity firms that seek interdisciplinary and customised advice. You will find that we are a professional, reliable and assertive partner that represents your legal and tax interests with passion and also performs the traditional tasks of auditors. The PSP Family Office also assists you in structuring your wealth and has proven expertise in the fields of succession, foundations and real estate. We offer interdisciplinary and customised advice.

5 INTERDISCIPLINARY ADVICE TO SECURE YOUR SUCCESS Peters, Schönberger & Partner has long taken an interdisciplinary approach in which tax consultants, auditors, lawyers and our Family Office work together. This is also a key element in our business culture. On the basis of the combined efforts of various disciplines, we develop solutions that are specially tailored to you and therefore take account of your specific concerns. In this way, we avoid inefficiencies, communication gaps and duplicate costs. We work in a result-oriented manner and stand for clear statements, adherence to deadlines, a sense of proportion, tact and individual solutions. Our top priority is the long-term satisfaction and success of our clients.

6 LEGAL ADVICE As entrepreneurs and private persons, you are confronted with a steadily growing number of national and international laws and regulations in your decision-making. We assist you in legally implementing and securing your business and private decisions. In addition, we offer you professional support when you have to enforce or defend your rights before the court. Thanks to our interdisciplinary approach, we do not deal merely with the purely legal issues. We also always focus on the commercial background and peculiarities of the different sectors and corporate forms. In this way, we provide efficient, understandable, practical and resultsoriented support. Internationally, we cooperate with law firms with whom we have worked for many years and who, on the basis of our personal experience, have the necessary expertise. We combine legal skills with commercial expertise.

7 LEGAL ADVICE Examples of our advisory expertise Corporate, business and contract law M&A and corporate finance (legal due diligence, structuring of transactions, contract negotiations, post-closing disputes) Structuring asset transfers under family and inheritance law, developing succession models and estate planning Advising on compliance issues and developing systems of rules Real estate (acquisition, financing and development of properties, fund structures, planning and implementing building projects, assisting communities of owners) Technology transfer, research cooperation agreements, patent law, trademark law, copyright and copyright contract law Further areas of advice Labour law Intellectual property law Information technology law Reorganisation and insolvency law Anti trust law issues Industrial distribution and supply relationships

8 AUDIT Our auditors help you achieve your business objectives. A significant part of our work involves auditing separate and consolidated financial statements of larger and global mid-sized firms or family businesses. In addition, our work includes auditing subsidiaries of international groups as well as public sector enterprises and foundations. In our audits, we always focus on understanding your individual business processes and on the informative value of your reports. Besides our pure audit work, we view ourselves as a sparring partner that can offer ideas to management and the supervisory board and as a trusted partner for your business. Accordingly, we analyse your business from the standpoint of the decisionmakers or those that prepare the decisions. With our transaction advisory team, we offer private equity and investment firms a particular partnership. We assist you prior to, during and after a transaction, advise you when you make decisions and support you in structuring and implementing a transaction. Internationally, we cooperate with DFK International a globally organised association of independent audit and consulting firms. This enables us to offer you services of the highest quality even in cross-border engagements. We offer you a partnership based on trust.

9 AUDIT Examples of our advisory expertise Statutory and voluntary separate and consolidated audits under German standards (HGB) and IFRS Corporate transactions / M&A projects (financial and tax due diligence, business valuations, determining methods and models to calculate a purchase price) Special audits (forensic examinations and fraud audits, compliance and process audits) Handling business transfers (buying and selling of companies, restructurings, changes among shareholders or partners, advising on management buy-outs and buy-ins) Performing IT audits (IT systems audit according to IDW PS 330, software selection and software introduction processes, IT due diligence, IT forensic services) Further areas of advice Preparing business valuation opinions in arbitration proceedings Organising international reportings, preparation of reports and consolidations Advising on introduction of IFRS Setting up reporting systems Consolidation organisation and projects Controlling and risk management

10 TAX ADVICE With its numerous exceptions and special rules, national and international tax law is in a state of constant flux. While you are confronted with ever-changing challenges as an entrepreneur and private person, this also offers you a wide range of opportunities. Our tax advice always takes account of your needs and your personal situation. Whether you are an entrepreneur, investor or private person, our wealth of experience and interdisciplinary approach enables us to offer you in-depth and comprehensive advice in all areas of tax law. It goes without saying that we look beyond national borders. We are conversant with the special needs of midsized and family-managed firms and the particular issues facing investors. We develop optimised recommendations for your ideas and strategies to strengthen your market position. In assisting private individuals in their tax affairs, we take into consideration their family background and personal life plans as well as the next generation. Our services cover compliance with tax return obligations, issues concerning personal tax planning and optimisation as well as structuring wealth succession arrangements. Tax creativity for your individual requirements.

11 TAX ADVICE Examples of our advisory expertise Advising on tax-optimised structures and tax planning (choice of legal form, structuring of capital measures, tax planning calculations, designing acquisition and investment models) Preparing tax returns and separate financial statements International tax law (inbound and outbound planning, cross-border corporate transactions and investments) Business succession (inheritance and gift tax, succession planning, tax issues associated with moving to and leaving Germany) Tax disputes and criminal tax law (appeals, representation before court, voluntary disclosures of unreported income, assistance in tax investigations and criminal tax proceedings) National and European VAT law (exports and imports of goods and services, acting as expert, assisting in tax audits) Setting up, supporting and reviewing transfer pricing systems Further areas of advice Optimising M&A transactions from a tax perspective Assisting in tax audits Company pension plans Tax opinions for fellow professionals

12 FAMILY OFFICE Large estates are normally complex and managing them involves a great deal of time and effort. It is therefore often difficult for owners to keep track of everything. To enable you to make the right decisions at all times and to protect your wealth in a financial world that changes from day to day, we help you develop a customised wealth profile that reflects your life plan. A key element of our work covers wealth monitoring, in the course of which we regularly report on the performance of your assets. You can decide on the scope of the reports. As independent advisers, our sole obligation is to you, your objectives and your financial future in order to justify the trust you place in us. Our interdisciplinary approach enables us, as tax consultants, certified financial planners, auditors and lawyers, to offer you expert advice in all aspects of wealth management. Together with you, our Family Office draws up individual wealth strategies and supports you in implementing them. In doing so, we are guided by your family situation, your risk profile and your return expectations. Our constant goal is to create and preserve value jointly with you. Our only obligation is to you and your wealth.

13 FAMILY OFFICE Examples of our advisory expertise Wealth analysis and preparing a statement of assets Wealth planning and selecting wealth managers Devising and implementing a wealth strategy Monitoring asset performance, investment and cost management Comprehensive asset reports and tax planning Transferring wealth inter vivos and on death, administration of wills, health care proxy and living wills Devising and implementing a foundation-based solution Auditing the financial statements of foundations and monitoring foundation assets

14 A NATIONAL AND INTERNATIONAL PRESENCE We operate wherever our clients need us, as we are aware that personal advice does not end at the border. This is why we have been a member of DFK International for many years. DFK is a signifi cant international association of independent audit and tax consulting fi rms. It embraces more than 300 offi ces in 87 countries. Through DFK International, we always have a local presence and can also advise you on cross-border matters individually and personally. With the combined expertise of DFK International, we are able to support you worldwide with the services that you expect from us. In addition, we maintain personal contacts to many excellent advisers abroad. These have grown over the years and also enable us to give you prompt and effi cient advice on complex international issues. Moreover, in complex matters we ourselves work abroad locally. Besides overall coordination, we ensure that examinations, negotiations and the fi nal documentation meet your requirements. Through DFK, we have a local presence in 87 countries.

15 PARTNERS AND ASSOCIATES *non-partner of the partnership company DR. JÜRGEN PETERS Born in 1942 CHRISTOPHER SCHÖNBERGER Born in 1948 BERNHARD WINTERSTETTER Born in 1951 HARALD DÖRFLER Born in 1959 ROLAND W. GRAF Born in 1963 STEPHAN NOWACK Born in 1967 STEFAN GROß Born in 1968 DR. AXEL-MICHAEL WAGNER Born in 1973 ANDREAS VOGL Born in 1974 DR. HANNSPETER RIEDEL Born in 1959 A qualified lawyer and tax consultant; doctor of law. Before founding Peters, Schönberger & Partner in 1979, he worked as a tax manager at Peat, Marwick, Mitchell & Co. (now KPMG) in Munich. Chaos researcher and olivant. He worked as a manager in the audit department of Peat, Marwick, Mitchell & Co (now KPMG) in Munich and Paris prior to founding Peters, Schönberger & Partner in 1979 with Dr. Jürgen Peters. Family father and in-house psychologist. He worked as a manager in the audit department of Peat, Marwick, Mitchell & Co (now KPMG) in Munich. In 1982, he teamed up with Dr. Jürgen Peters and Christopher Schönberger. Drummer and Hutzenbauer. He started his career in 1984 at Peters, Schönberger & Head of the Bad Aibling office. Harley rider and hobby cook. A qualified lawyer and tax consultant. He began his career in 1992 at KPMG in Munich and worked as a senior manager in the tax department prior to joining Peters, Schönberger & Partner in Tennis player and skier. He started his career in 1993 in Deloitte s audit department in Frankfurt and joined Peters, Schönberger & Partner in Skier and mountain biker. A qualified tax consultant and certified information systems auditor (CISA). He began his career in 1997 at Haarmann Hemmelrath in Munich. He joined Peters, Schönberger & Partner in Hobby-sommelier and car enthusiast. A qualified lawyer. He began his career in 1999 at Peters, Schönberger & Musician and badminton player. He began his career at Peters, Schönberger & Partner in Pianist and skier. A qualified lawyer, tax lawyer and lawyer specialising in commercial and corporate law. He began his career in 1988 as a lawyer at Buse Heberer Fromm (formerly Spitzweg) and later became a partner in the firm. He moved to Peters, Schönberger & Partner in Literature fan and hiker. JOACHIM DOPPSTADT* Born in 1955 MAX BOETTCHER, LL.M.* Born in 1968 DR. CHRISTOPH WALLNER* Born in 1968 MAIK PAUKSTADT* Born in 1971 PHILIPP MATHEIS* Born in 1975 STEFAN HEINRICHSHOFEN* Born in 1960 DR. ALEXANDER REICHL* Born in 1976 CHRISTOPH MÖSLEIN* Born in 1961 DR. CHRISTIAN WIGGERS* Born in 1969 ANJA PETERSHAGEN* Born in 1969 He has worked in mid-sized multidisciplinary firms since He joined Peters, Schönberger & Partner in Golfer and pianist. A qualified lawyer and tax consultant. He began his career in 1996 at Hasche Eschenlohr (today CMS Hasche Sigle) in Munich. He joined Peters, Schönberger & Partner in Tennis and golf player. A qualified lawyer. He began his career in 1995 at Gaedertz Rechtsanwälte in Munich. He joined Peters, Schönberger & Partner in Skier and sailor. A qualified tax consultant and certified financial planner (CFP). He began his career in 1997 at Haarmann Hemmelrath in Munich. He joined Peters, Schönberger & Partner in Mountain biker and surfer. A qualified tax consultant. He began his career in 2001 at Peters, Schönberger & Professional optimist and mountain enthusiast. A qualified lawyer, tax lawyer and tax consultant. He began his career in 1993 at Haarmann Hemmelrath & Partner and was later a partner at Nörr, Stiefenhofer & Lutz. He joined Peters, Schönberger & Partner in Family father and soccer fan. A qualified tax consultant. He began his career in 2005 at Peters, Schönberger & Partner and moved to Flick Gocke Schaumburg in He returned to Peters, Schönberger & Partner in Angler and hiker. A qualified lawyer, tax lawyer and tax consultant. During his career, he has worked for Haarmann Hemmelrath & Partner, BSH Bosch und Siemens Hausgeräte GmbH and WTS Steuerberatungsgesellschaft mbh. He moved to Peters, Schönberger & Partner in Travel fan and sailor. A qualified lawyer. He began his career in 2002 at Haarmann Hemmelrath & Partner and afterwards was a lawyer at Noerr LLP from He joined Peters, Schönberger & Partner in Vintage car fan and hiker. She began her career in 1994 at Peters, Schönberger & Mother and book lover. HEIKE SCHWAB* Born in 1968 INA BESTLER* Born in 1968 NICOLA KETTERL* Born in 1977 DR. HENNING BLAUFUß* Born in 1975 DR. CHRISTIAN ESCHNER* Born in 1975 FELIX WALLENHORST* Born in 1979 DR. JASPER VON HOERNER* Born in 1977 ANDREAS BRAUN* Born in 1975 TOBIAS MAIROSER* Born in 1979 PROF. DR. KURT FALTLHAUSER Born in 1940 A qualified tax consultant. She began her career in 1997 at Peters, Schönberger & Cinéaste and yogi. She began her career in the tax consulting and audit department of a mid-sized firm. She joined Peters, Schönberger & Partner in Runner and sailor. She began her career in 2001 at Peters, Schönberger & Photographer and Canada fan. A qualified lawyer and business lawyer. He started his career at Peters, Schönberger & Partner in Cellist and Alfista. He began his career in the audit department of KPMG in Munich. He joined Peters, Schönberger & Partner in Sportsman and hobby political scientist. A qualified auditor, tax consultant and chartered financial analyst (CFA). He began his career in structured finance and leasing at KPMG in Frankfurt. Moved to Peters, Schönberger & Partner in Golfer and criminalist. A qualified lawyer; doctorate at the Abbe-Institut für Stiftungswesen at the Friedrich-Schiller University of Jena. He has worked as a lawyer in Munich since 2007 and at Peters, Schönberger & Partner since Hunter and literature lover. He began his career in tax consulting and auditing at a multidisciplinary firm. Moved to Peters, Schönberger & Partner in Golfer and hobby gourmet. He started his career in 2004 at Peters, Schönberger & From 2007 he worked at KPMG, most recently as authorised representative in auditing. He returned to Peters, Schönberger & Partner in Tennis player and footballer. Former Bavarian finance minister; former head of the Bavarian Prime Minister s Office; former parliamentary secretary of state in the Federal Finance Ministry; honorary professor of the economics faculty at the Ludwig-Maximilians- University in Munich. Joined Peters, Schönberger & Partner in Of counsel. Tennis player and arts lover.

16 You will find further information on our range of services in the following brochures: Small and mid-sized firms Family businesses and entrepreneurs Private clients Private equity firms IMPRINT ConCept und Realisation: MATZKe & Heinzig gmbh, Braunschweig PHotos: Karsten de Riese, Dietramszell PORTRAIT PHotos: ELEANA HEGERICH, MUNICH